The Leading Legal Practice Management Software
Total Page:16
File Type:pdf, Size:1020Kb
The Leading Legal Practice Management Software Run your firm, organize matters and cases, and collaborate with clients—all from one place. The law is complicated enough— make running your firm easier. Clio Manage, the leading cloud-based legal practice management software, provides everything you need to: • Organize cases and matters in the cloud • Deliver superior client service • Do more billable work (in less time) • Meet compliance and security standards • Manage your firm with ease Learn more or start your free trial at clio.com/manage The undisputed leader in legal technology CLIO BY THE NUMBERS THE MOST THE MOST THE MOST 5-STAR REVIEWS WIDELY-USED RECOMMENDED Customers have 150,000 legal 66+ bar associations awarded Clio over professionals in 90 approve Clio to their 700 5-star reviews countries trust Clio to help members, and Clio has on Capterra. manage their law firms. been adopted by more than 150 law schools. Clio Manage has saved me a great deal of time and aggravation in practice management, making the practice of law more enjoyable.” — Doug Foote | Sparkman + Foote LLP I feel like we are able to thrive as lawyers because we have tools like Clio that allow us to meet client needs in a way that is unprecedented in our industry.” — Lori Beight | Cascade Legal Planning LLC Everything you need to manage and organize your firm, including: CASE MANAGEMENT BILLING Stay organized and manage your Make life easier, for your firm and cases—from anywhere, at any clients. Complete end-of-month time, with Clio’s comprehensive billing in minutes, reduce manual case management software. data entry with custom payment Ensure every detail from every plans—based on fee structure— matter gets captured, categorized, and get paid faster by sending and updated in real time bills via email or Clio’s secure (across all your firm’s devices). client portal. DOCUMENT MANAGEMENT ACCOUNTING Edit, store, and organize Make timely, accurate, and documents securely in the cloud. profitable business decisions— Clio Manage provides unlimited and comply with legal industry document storage, advanced regulations. Manage your trust document editing, and document accounts with confidence, automation—so you can reduce understand your firm’s financial clutter, save time, and leave health, and connect your your briefcase behind. favorite accounting tools. TIME & EXPENSE TRACKING ONLINE PAYMENTS Record all your work and track all Give clients the secure, fast, your expenses—from all of your and easy payment method devices. No matter your firm’s they want; get paid faster and billing structure, Clio Manage improve collection rates with helps you meet your billable Clio Payments, Clio Manage’s targets and understand where built-in credit card processing your time and money is going. functionality, powered by LawPay. CONTACT MANAGEMENT TASK MANAGEMENT Deliver a superior client Redefine what “productive” experience by managing all means to you. Get more done— your contacts—clients, companies, individually and as a team—by outside counsel, witnesses, organizing to-do lists, observing vendors, and others—so you task progress, and managing never miss an important your team’s workloads. interaction or deadline. FIRM DASHBOARD INTEGRATIONS Get unique insights on how your Save time, eliminate data entry, firm is performing—all on one and get more done in a day. Sync central, easy-to-use dashboard. Clio Manage with your existing Take your firm to the next level tools—or discover new ones— by identifying opportunities to including QuickBooks, FastCase, improve productivity, efficiency, Outlook, Microsoft Office 365, and revenue across your practice. and more than 180 others. CALENDARING THE CLIO ADVANTAGE A legal calendar that does Get more than just software. more than just scheduling. With Clio Manage, you’ll benefit Stay organized on-the-go with from Clio’s industry-leading calendaring software built for security, extensive referral lawyers, connected to your network, and award-winning matters, clients, and work. (Syncs 24/5 customer support. with Clio Scheduler in Clio Grow to create a seamless appointment- booking experience.) Clio Manage Pricing Plans Choose the plan that’s right for your firm. Get started for free, with training and unlimited support. No credit card required. Starter $39 per user/per month, Core Clio Manage features built billed annually to help law firms organize cases ($49 month-to-month)* and run their practices. STARTER SUBSCRIPTIONS INCLUDE: Case Management and Contact Management ✔ Clio Mobile App for iPhone, iPad, and Android devices ✔ Time & Expense Tracking and Hourly & Flat-Fee Billing ✔ Unlimited Document Storage and Quick Document ✔ Automation Reporting, User Permissions, and Secure Client Portal ✔ Calendaring, Gmail Add-Ons, and Google Suite Integration ✔ Industry-Leading Security and 99.9% Uptime Guarantee SLA ✔ 24/5 Support, On-Demand Training, and Assisted Data ✔ Migrations Additionally, Clio Manage can be bundled with Clio Grow to form the Clio Suite—with annual plans starting at $89 per user/per month. Get started at clio.com/suite *Prices in USD. Boutique *Most Popular $59 per user/per month, Starter plus customization, billed annually document automation, and ($69 month-to-month)* deeper billing functionality. BOUTIQUE SUBSCRIPTIONS INCLUDE ALL STARTER FEATURES, PLUS: Third Party Integrations ✔ Outlook Add-In and Office 365 Business & Enterprise Integration ✔ Clio Payments, powered by LawPay ✔ Accounting, QuickBooks Online, and Advanced Billing ✔ Custom Fields and Advanced Document Automation ✔ Clio Launcher and Firm Dashboard ✔ Elite $99 per user/per month, Boutique plus advanced billed annually reporting and tasks, Court ($109 month-to-month)* Rules, and priority support. ELITE SUBSCRIPTIONS INCLUDE ALL BOUTIQUE FEATURES, PLUS: Matter Budgets and Advanced Reporting ✔ Advanced Tasks and Court Calendaring Rules ✔ Full Text Search ✔ Priority Technical Support ✔ Tailored Live Training ✔ Note: Clio also offers Enterprise-grade solutions for mid-sized and large firms. Call 1-888-858-CLIO for pricing details. My clients pay me in 3 months days. Get paid faster—and collect more— with Clio Manage. Clio Manage’s easy-to-use Billing feature helps you send and receive bills electronically, and the built-in Clio Payments feature enables your clients to submit fast, easy, and secure online credit card payments. Together, Billing and Clio Payments make life easier for you, your firm, and your clients. (They also make you more money.) For more information on Clio Manage, or to sign up for a free trial, visit clio.com/manage..